Peter Hewitt, a fund manager specializing in investment trusts, shares his insights on finding bargain opportunities in the market. He discusses his focus on UK equity trusts, private equity trusts, and secular growth trusts to leverage discounts. Peter delves into his investment strategy for the JP Morgan UK Small Cap Growth and Income trust, emphasizing the importance of patience. He also evaluates underperforming trusts, like global smaller companies, advocating for strategic reallocations towards promising investments. Exciting perspectives on Scottish Mortgage and Monks trusts round out the conversation!
